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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $49,767 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $18,744 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,771 | $99,957+39.8% | $149,730-6.7% | $73,493+90.2% |
| Participation rate | 97.2% | 75.7%+21.5pp | 82.5%+14.7pp | 70.7%+26.5pp |
| Annual return | 10.30% | 53.87%-43.6pp | 276.70%-266.4pp | 28.51%-18.2pp |
| Employer contribution / active EE | $7,039 | $3,191+120.6% | $4,645+51.5% | $2,270+210.1% |
| Participant deferral / active EE | $4,260 | $6,073-29.8% | $6,843-37.7% | $3,740+13.9% |
| Admin fee / account holder | $348 | $551-36.8% | $9,310-96.3% | $513-32.1% |